RFG - BRISTOL WEALTH ADVISORS, LLC
RFG - BRISTOL WEALTH ADVISORS, LLC runs RFG - BRISTOL WEALTH ADVISORS, LLC and currently holds 179 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $370.62M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RFG - BRISTOL WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RFG - BRISTOL WEALTH ADVISORS, LLC's portfolio at RFG - BRISTOL WEALTH ADVISORS, LLC has delivered returns of +15.08%. Their 3-year annualized return is +10.75%. Looking at the 5-year horizon, RFG - BRISTOL WEALTH ADVISORS, LLC has achieved +10.75% annualized returns at RFG - BRISTOL WEALTH ADVISORS, LLC.
Portfolio Value
$370.62M
Alpha Score
10.5
#0 of 1000
Holdings
179
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|